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AI Coaching provides real-time suggestions and talking points during your calls. The coaching panel appears automatically when a call connects and offers context-aware tips to help you navigate conversations.

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How AI Coaching Works

When a call connects:
  1. The coaching panel opens automatically
  2. AI analyzes the call context (contact info, call history)
  3. Tips are generated and displayed in real-time
  4. Tips update as the call progresses
The system uses Groq and OpenAI models for fast, relevant suggestions.

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Coaching Panel

The coaching panel appears during active calls:
ElementDescription
Contact contextName, company, previous calls
Tip cardsIndividual coaching suggestions
Tip categoriesObjection handling, discovery, closing
Dismiss buttonHide the panel temporarily

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Panel Location

  • Side Panel — Full height, right side of the coaching area
  • Popup — Compact view below call controls

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Tip Categories

Tips are organized by category:

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Objection Handling

Tips for addressing common objections:
  • Price concerns
  • Timing objections
  • Competitor comparisons
  • Feature questions
Example tip:
“If they mention budget concerns, ask about their current ROI and how we compare.”

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Discovery Questions

Suggested questions to uncover needs:
  • Pain points
  • Decision process
  • Timeline
  • Budget
Example tip:
“Ask about their current solution and what they’d improve.”

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Closing Techniques

Strategies for moving toward commitment:
  • Trial close questions
  • Next step suggestions
  • Urgency creation
Example tip:
“They seem interested — suggest a follow-up demo with their team.”

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Relationship Building

Tips for rapport and trust:
  • Personal connection points
  • Active listening prompts
  • Value delivery
Example tip:
“They mentioned their daughter’s graduation — remember to follow up on that next call.”

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Context Awareness

Tips are personalized based on:

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Contact Data

  • Company — Industry-specific suggestions
  • Previous calls — Follow-up on past conversations
  • Tags — Segment-specific tips
  • Notes — Context from previous interactions

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Call State

  • Duration — Tips adapt to call length
  • Outcome goals — Based on call purpose

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Real-Time Signals

The AI listens for:
  • Key phrases from the prospect
  • Objections raised
  • Buying signals
  • Disengagement cues
Audio is processed for coaching only. Calls are not recorded unless you explicitly enable recording.

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Using Tips Effectively

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During the Call

  1. Glance at the panel — Tips update automatically
  2. Choose relevant tips — Not all tips apply every call
  3. Adapt language — Make it your own, don’t read verbatim
  4. Dismiss if distracting — You can hide the panel

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After the Call

Tips are saved to the call record:
  • Which tips were shown
  • Call duration when shown
  • Outcome of the call
This helps improve future tip suggestions.

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Dismissing Tips

If tips are distracting:
  • Click Dismiss on individual tips
  • Or click Hide Panel to close entirely
The panel returns on the next call.

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Coaching Settings

Configure coaching behavior in the web app:
SettingOptions
Enable/DisableTurn coaching on or off globally
Tip frequencyHow often new tips appear
CategoriesWhich types of tips to show
Industry focusSpecialize tips for your vertical
Coaching settings are managed in workspace settings at consuelohq.com.

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Privacy & Data

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Audio Processing

  • Calls are processed in real-time for coaching
  • Audio is not stored unless recording is enabled
  • Processing happens securely via API

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Tip Storage

  • Tips shown are logged to call history
  • This improves future suggestions
  • Data is tied to your workspace

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Opt-Out

You can disable AI coaching:
  1. Go to workspace settings
  2. Navigate to AI Coaching
  3. Toggle off
When disabled, no tips appear during calls.

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Technical Details

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AI Models

The coaching system uses:
  • Groq — Fast inference for real-time tips
  • OpenAI — Complex reasoning for detailed suggestions
Models are selected automatically based on:
  • Response time requirements
  • Tip complexity
  • Current availability

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Latency

Tips appear within 1-2 seconds of call connection:
  • Contact context is pre-loaded
  • Initial tips generate during ring time
  • Updates stream as conversation progresses

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Offline Behavior

If the network is unavailable:
  • The coaching panel shows “Coaching unavailable”
  • Basic call controls still work
  • The call is not affected

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Troubleshooting

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No tips appearing

Check:
  • Coaching enabled — Verify in workspace settings
  • Network connection — AI requires internet
  • Contact data — Tips work best with contact context

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Tips seem irrelevant

  • Add more detail to contact records
  • Ensure tags are accurate
  • Update industry focus in settings

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Panel is distracting

  • Dismiss individual tips
  • Hide the panel during complex calls
  • Adjust tip frequency in settings